Leadership

Built by Experts

Investors, operators, strategists, and specialists who bring firsthand experience to every engagement.

Investors, operators, strategists, and specialists
who bring firsthand experience to every engagement.

prior Experience

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Niko Ludwig

Founder

Niko Ludwig is the Founder and CEO of Collateral Partners, where he leads the firm's vision, strategy, and growth across financial communications, investor materials, research, and brand development. He founded the firm after experiencing the gap as a client himself: while raising his own real estate fund, he could not find a team that understood both capital markets and creative execution, so he built one. What began as a side project has grown into a financial communications firm working with more than 450 firms across the finance sector, from private equity firms to the businesses they acquire. He holds a Bachelor of Business Administration in Finance, Real Estate, and Law from Texas Christian University and is based in Dallas, Texas.

Education

Texas Christian University (B.B.A., Finance, Real Estate, Law)

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Professional headshot of a man with dark hair and a beard wearing a white collared shirt against a black background

Jesse Hamlin, CFA

Managing Director

Jesse Hamlin is Managing Director at Collateral Partners, where he serves as the lead strategic advisor across client engagements and oversees the firm's global execution team. He joined the firm following six years at Goldman Sachs in London, where he was an Executive Director, operating as a portfolio manager of more than $1 billion in leveraged finance and private credit investments. He began his career at KPMG New Zealand, working with clients including the New Zealand Treasury and ANZ Bank, the country's largest bank. Jesse is a CFA Charterholder and previously held a Chartered Accountant designation with CAANZ.

Education

University of Otago (B.Com. in Finance, Accounting), CFA Charterholder, Chartered Accountant (CAANZ)

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Prior Experience

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Professional headshot of a man with dark brown hair wearing a white collared shirt against a black background

Ricardo Padilla

VP of Investments

Ricardo Padilla is Vice President at Collateral Partners, where he advises clients on transaction readiness, go-to-market positioning, and value creation strategy. Prior to joining the firm, he worked within Neuberger Berman's Private Equity Fund of Funds and Co-Investment platform, supporting multi-billion-dollar pension fund allocations across infrastructure, energy, venture capital, and middle-market strategies. He later advised on middle-market M&A transactions and direct investments across Latin America through family office and advisory roles.

Education

Southern Methodist University (B.B.A. in Finance)

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Prior Experience

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Professional headshot of a smiling man with short dark curly hair and a beard wearing a white collared shirt against a black background

Jonah Tuls

VP of PR

Jonah Tuls is Vice President at Collateral Partners, where he advises clients on communications strategy, content, media relations, brand positioning, and narrative alignment. Prior to joining the firm, he helped lead financial services PR and crisis communications across private equity, venture capital, blockchain, consumer, and sports at TrailRunner International and ICR, representing a client roster including the Dallas Cowboys, Black Rifle Coffee, Lux Capital, Citadel Securities, and Brand Velocity Group. He began his career as a print journalist at USA TODAY and a local broadcast reporter at FOX34 News in Texas.

Education

Texas Tech University (M.A. in Strategic Communication and Innovation; B.A. in Journalism)

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Prior Experience

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Professional headshot of a man with short brown hair and a beard wearing a white button-down shirt against a black background

Dale Weingarten

Account Executive

Dale Weingarten is an Account Manager at Collateral Partners, where he works with investment firms, operating businesses, and professional services organizations on fundraising, investor communications, and market positioning initiatives. Before joining the firm, he was part of the Partnerships team at Alto, supporting private fund managers as assets under custody grew from approximately $250 million to more than $1.5 billion. Earlier, he worked with alternative investment sponsors at fintech company Nova prior to its acquisition by AngelList.

Education

University of Richmond (B.A. in Finance and Economics)

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Prior Experience

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Professional headshot of a smiling woman with long dark hair wearing a white collared shirt against a black background

Valeria Rodriguez

Account Manager

Valeria Rodriguez is an Account Manager at Collateral Partners, where she supports clients across communications, investor relations, research, and growth initiatives while overseeing account management and project execution. She brings more than six years of experience in strategic communications, business development, and operational leadership. Prior to joining the firm, she advised growth-stage, financial services, and private equity-backed businesses at Brand Iron, following an earlier leadership role supporting global programs and product launches at Apple.

Education

The University of Texas at Austin (B.S. in Mathematics, Actuarial Science)

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Prior Experience

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Professional headshot of a man with dark hair wearing a light blue collared shirt against a black background

Rodrigo Avilés

Marketing Director

Rodrigo Avilés is Marketing Director at Collateral Partners, overseeing the firm's marketing initiatives across content, digital channels, website strategy, and growth operations. He also supports select client engagements involving content development and marketing execution. Prior to joining the firm, he worked as a Growth Marketing Specialist at Hire With Near, where he focused on client acquisition, search visibility, content marketing, and digital growth programs for a U.S.-based recruiting platform.

Education

Hult International Business School (B.B.A. in Marketing)

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Prior Experience

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Professional headshot of a smiling man with short brown hair and black-rimmed glasses wearing a white shirt against a black background

Mateus Scopel

VP of Design

Mateus Scopel is Vice President of Design at Collateral Partners, where he leads creative direction across investor communications, corporate positioning, and brand development initiatives. He oversees the firm's design team and the production of client-facing materials across investment, real estate, and corporate engagements. Prior to joining Collateral Partners, he worked at Bigode Design, leading branding, marketing, and strategic design projects for startups, technology companies, and service businesses across North America, Europe, and Latin America.

Education

University of Caxias do Sul (B.Des. in Design)

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Prior Experience

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Professional headshot of a man with dark hair wearing a white collared shirt against a black background

Emerson Rocha

Content Strategist

Emerson Vieira Rocha is a Content Strategist at Collateral Partners, where he leads website strategy, web services, and UI/UX to deliver collateral that creates lasting value for clients. He brings years of experience across multiple industries and channels, from social to account-based marketing, ensuring each website serves a clear business objective. Prior to joining the firm, he shaped editorial and web copy at Awesomic, a YC-backed talent marketplace, following a role driving web, conversion-first and brand content, and ABM campaigns for Fortune 500 accounts at Turing. Across his career he has worked with teams throughout the U.S., Europe, Latin America, and Asia.

Education

University of São Paulo (B.B.A., Marketing and Communication)

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Prior Experience

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Maximize digital presence and enterprise value

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Maximize digital presence and enterprise value

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